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Fortune Brands Innovations
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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
551
Lindbrook Capital
California
$29K – – –
SBL
552
Sargent Bickham Lagudis
Colorado
$29K – – –
WT
553
Whittier Trust
California
$28K – – –
TPCW
554
TD Private Client Wealth
New York
$28K +$1.16K +14 +4%
SIM
555
Sonora Investment Management
Arizona
$27K -$3.33K -40 -10%
CFFP
556
Center for Financial Planning
Michigan
$27K – – –
PFA
557
Professional Financial Advisors
Nebraska
$27K – – –
NFG
558
Next Financial Group
Texas
$26K +$8.31K +100 +43%
SAI
559
Systematic Alpha Investments
New Jersey
$26K +$24.5K +295 New
APA
560
American Portfolios Advisors
New York
$25.5K – – –
PP
561
PrairieView Partners
Minnesota
$25K – – –
GRP
562
Global Retirement Partners
California
$25K +$6.9K +83 +33%
CI
563
CX Institutional
Indiana
$23K – – –
GM
564
GeoWealth Management
Illinois
$21K -$45.2K -544 -67%
SWM
565
Spire Wealth Management
Virginia
$21K – – –
EI
566
Ellevest Inc
New York
$19K -$151K -1,815 -88%
AF
567
Allworth Financial
California
$18K – – –
ADL
568
Asset Dedication LLC
California
$18K – – –
CIR
569
Clear Investment Research
Georgia
$18K – – –
GCM
570
Gables Capital Management
Florida
$18K – – –
CFO
571
CVA Family Office
Colorado
$17K -$4.99K -60 -21%
IBOK
572
Independence Bank of Kentucky
Kentucky
$16K – – –
CFA
573
Cahill Financial Advisors
Minnesota
$16K +$17K +204 New
TF
574
TimeScale Financial
Massachusetts
$15K -$1.58K -19 -9%
SWA
575
SOA Wealth Advisors
New York
$15K -$83 -1 -0.5%
21 22
23
24 25